Analysis

The stock market continues to hit all-time highs, but insider selling has accelerated and a famous value investor thinks that the market's good fortune is based on monetary manipulation from the Federal Reserve that can't last. Read More

Accelerating U.S. economic growth in 2014 makes small-cap stocks the asset class of choice for savvy investors. While some analysts are concerned that economic growth may actually be too strong, this concern does not apply to small caps which thrive in strong economic times. The stronger, the better! Read More

The stock market continues to rise as the real economy remains stuck in neutral thanks to monetary stimulus. When the monetary music stops, large caps will drop based on "risk-off" macro beta but small caps will perform based on fundamentals. Read More